Brokerage Specialist

Cushman & Wakefield•Cary, NC

About The Position

The Brokerage Specialist is a licensed position providing dedicated broker support to a single fee-earner and/or team. Reporting to the Director of Operations or Office Manager, the role manages client service activities and provides marketing, research, and administrative support. The Brokerage Specialist works with departments across the organization on behalf of the fee-earner and serves as a direct line of communication to the fee-earner(s). The role supports business development, sales and marketing, client and deal-pipeline management, content production, client interactions, events, deal documentation and revenue accounting, database maintenance, and responses to data requests. It also performs other administrative duties as necessary.

Requirements

  • Must be licensed; the job description does not specify a particular license.
  • The job description does not state a minimum education level or years of experience.

Responsibilities

  • Provide business development and targeted sales and marketing support.
  • Manage the client database and deal pipeline, and coordinate content creation timelines and production cycles.
  • Coordinate with other departments based on the fee-earner’s needs.
  • Coordinate pitches and proposals with Marketing, Research, and Financial Analysts; track due dates; attend strategy sessions; schedule reviews and prospect meetings; arrange accommodations; coordinate outside printing; conduct basic property searches and site selections; populate market-document templates; and schedule follow-up meetings.
  • Abstract leases and draft proposals with direction from a supervising C&W real estate professional; compile information for landlord leasing activity reports; organize transaction documents; manage client contact lists; and coordinate property-tour logistics.
  • Maintain and update the CRM on behalf of the fee-earner, enter leads and opportunities, provide deal numbers, research potential conflicts, review data accuracy with the fee-earner, and communicate pipeline information to the Director of Operations and Managing Principal.
  • Schedule client meetings, coordinate arrangements, attend meetings and prepare minutes when requested, and follow up with clients on information and progress updates.
  • Notify the fee-earner of events and conferences; handle registration, payment coding, event planning and promotion, and travel logistics as necessary.
  • Follow up on deal-document execution; prepare deal documents for review and delivery; coordinate legal review when needed; prepare deal sheets for approval; submit documentation to Revenue Accounting; and close deals in the CRM as required.
  • Manage the fee-earner’s internal listing database, including entering, updating, and removing listings and communicating changes to Research.
  • Coordinate with Research to maintain third-party listing databases and sites, including CoStar, LoopNet, and EDC, and upload property flyers.
  • Respond to data requests by coordinating with Marketing, Research, and Financial Analysts; track due dates; and fulfill requests within the stated threshold, such as basic property or ownership searches.
  • Perform other administrative duties as necessary.

Benefits

  • Eligible employees may enroll in health, vision, and dental insurance programs.
  • Flexible spending accounts and health savings accounts are generally available to eligible employees.
  • Retirement savings plans are generally available to eligible employees.
  • Life and disability insurance programs are generally available to eligible employees.
  • Paid and unpaid time away from work.
  • Competitive pay, subject to eligibility factors.
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